Getting started with Tribal Trust Asset Management System

The Tribal Trust Asset Management System keeps the ownership record for every tract of trust and restricted land, including highly fractionated interests, and applies probate orders, gift deeds and consolidation purchases as they are approved. It accounts for lease, right-of-way and royalty income by tract and calculates each owner's share for distribution. Every ownership change and every distribution keeps the document and the decision behind it, for the beneficiaries, the tribes and auditors.

What it is for

Trust land can have hundreds of owners holding interests expressed as very small fractions, and those interests change every time an owner dies, gifts an interest or sells to a consolidation program. Income from leases, rights-of-way and mineral production has to be split across those owners exactly, using the ownership that was in effect when the income was earned. Where ownership records, lease records and accounting sit in separate systems, staff reconcile them by hand, distributions wait on title updates, and it is hard to show a beneficiary or an auditor how a particular payment was calculated.

• Ownership fractions with very large denominators are maintained across separate title and accounting records
• Probate orders and conveyances reach the accounting side late, so income is held or split on outdated ownership
• Royalty and lease income is allocated to tracts and owners with spreadsheets and manual checks
• Explaining a single owner's payment means tracing several systems and paper files

Who uses it

• Federal trust offices responsible for Indian land titles, realty and trust accounting
• Tribes administering trust functions under self-determination contracts or self-governance compacts
• Realty specialists and title examiners who maintain ownership and encumbrance records
• Trust accountants and distribution analysts who allocate and pay out income
• Inspectors general, auditors and oversight staff who review trust management

Before you start

• Your organization licenses Tribal Trust Asset Management System from Moraph.
• A Moraph client account in that organization, signed in.
• Access to Tribal Trust Asset Management System in Moraph Apps, given by an administrator in the Moraph Portal under People and access.
• For setup: the product administrator role.

Steps to get started

1. Sign in at app.moraph.com with your Moraph account.

2. Open Tribal Trust Asset Management System from the launcher. The first time anyone opens it, its workspace is created from the default described in Workspace reference.

3. Check your role: what you can see and do depends on it. See Roles and permissions.

4. Product administrators: work through Set up Tribal Trust Asset Management System before your team starts.

5. Everyone else: start with Everyday tasks.

Where to go next

• Set up Tribal Trust Asset Management System
• Everyday tasks
• Connect your systems
• Security, data and compliance
• Troubleshooting and the support guide
• Product overview on moraph.com